Staff

Route

/dashboard/staff

Who can use it

Admin only, by default

Needs first

Roles, branches and specialties

Everyone who works in the clinic, their role, their schedule and — for doctors — the services they offer. Two things configured here decide whether the appointment form works at all: the weekly schedule and the services list.

Adding a staff member

1. 1Click Add Staff.
2. 2Enter name, email, phone and a password for their first sign-in.
3. 3Choose the role. This is what their permissions come from, so pick deliberately — see Roles & permissions.
4. 4Set the join date and, if you run more than one location, the branch.
5. 5For clinical staff, set the specialty. It is what the appointment form searches when a receptionist types "dermatology".
6. 6Build the weekly schedule: working days and hours. Days left off the schedule are greyed out on the booking calendar and cannot be booked.
7. 7Save.

Doctor services

Open a doctor's record and add each service they offer, with a name, price and duration. Services belong to the doctor, not to the clinic — a consultation with one doctor and a consultation with another are two separate services with their own prices.

Staff can be deactivated rather than deleted. Deactivating preserves their history on past appointments and notes while removing their access — almost always the right choice when someone leaves.